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Delta Wealth Advisors LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Wealth Advisors LLC on IJR, newest first. How the timeline and the estimate are built.

Delta Wealth Advisors LLC held 28,190 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,190 shares
    Change vs previous 13F -422 shares

    2.63% of the 13F portfolio, value $3,834,967.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,612 shares
    Change vs previous 13F -1,457 shares

    3.03% of the 13F portfolio, value $4,243,474.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,069 shares
    Change vs previous 13F -1,537 shares

    2.84% of the 13F portfolio, value $3,737,830.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 31,606 shares
    Change vs previous 13F -197 shares

    3.18% of the 13F portfolio, value $3,798,369.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 31,803 shares
    Change vs previous 13F +1,262 shares

    2.96% of the 13F portfolio, value $3,779,209.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 30,541 shares
    Change vs previous 13F +228 shares

    2.8% of the 13F portfolio, value $3,337,778.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 30,313 shares
    Change vs previous 13F +279 shares

    2.88% of the 13F portfolio, value $3,169,794.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 30,034 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $3,460,504.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).